Christine Laspina is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jonathan Barletta is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he worked in various roles including positions at Bright Data and Columbia Container Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in research.

Maytal Madar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having six years of industry experience. Prior to her current role, she worked at Russell Tobin And Associates LLC and has been associated with J.P. Morgan entities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Guerrero is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones in Middletown, NJ. He has been affiliated with Bentley University since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Jurusz is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring access to affiliated and third-party model portfolios as well as customizable investment strategies.

Vincent Robert Browne is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. He has worked with firms including Avantax Investment Services and FTF Financial Group and serves as an adjunct professor of finance at St. John's University. Browne is also involved as vice-president and secretary of a nonprofit organization, Young Catholic Professionals, and manages financial coordination for a food pantry at St. Ann's Roman Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Christine Lombardi is a financial advisor with UBS Financial Services, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, using proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Damian Reilly is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Provident Bank, Investors Bank, INVEST Financial Corporation, and Capital One Investing, LLC. He is based in Clark, NJ. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Pacita Devera is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations for clients.

John Lewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 1996 and joining Merrill Lynch in 1998, John has focused on providing personalized wealth management services to affluent individuals and families. His practice emphasizes retirement income planning, wealth transfer, and creating comprehensive financial plans that extend beyond investment portfolios. John collaborates closely with clients’ tax and legal advisors to develop integrated strategies tailored to their unique goals. John’s expertise includes asset and liability management, tax minimization, income and asset preservation, and generational wealth transfer. He serves clients with investable assets of $1,000,000 or more, aiming to build long-term relationships that span market cycles and often generations. His client focus areas include college education planning, family wealth management strategies, socially responsible investing, special needs planning, and both individual and corporate investment strategies. John earned a Bachelor of Business Administration degree, graduating cum laude from Iona College’s Hagan School of Business in 1994, and is a member of Delta Epsilon Sigma, a national scholastic honor society. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, John resides in Rumson, New Jersey, and enjoys cycling, mountain biking, swimming, and traveling.

Robert Simons is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Davidson Wealth Management and Santander Securities. Outside of his advisory role, he is involved with Mon Alyssa's Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and investment committee resources to model outcomes.

Christopher Russo is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Royal Alliance and UBS Financial Services. Outside of advising, he is involved with Coda Logistics and Distribution, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Jack Rahmey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with MetLife Securities Inc. and Metropolitan Life Insurance Co. since 2001. Outside of his advisory role, he is involved in life settlements and viaticals as a sales agent and also works as an insurance agent specializing in life, accident, health, and long-term care. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, emphasizing collaborative, goal-focused planning with a range of investment strategy recommendations.

Harry Ayala is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY. He holds a Series 63 designation and has 21 years of industry experience, including prior roles at Metropolitan Life Insurance Co. and Metlife Securities, Inc. In addition to his advisory work, he is an independent insurance agent specializing in long-term care. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools.

Wendy Murray is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at firms including The Prudential Insurance Company of America, Pruco Securities, and Oppenheimerfunds Distributor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Dimitri Zogos is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. His background includes a brief role in the hospitality sector in 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

James Morgart is a financial advisor with Ameriprise in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Stagliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Scott Mcgimpsey is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Summit Financial Group and Summit Brokerage Services. Mcgimpsey is also the owner of Unified Planning Group, LLC, and serves as chapter president of the American Financial Education Alliance, where he teaches classes on general financial education topics such as Social Security and Medicare. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.

William O'Brien is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities, Merrill, and The Prudential Insurance Company of America. Outside of his advisory role, he works as a rideshare driver for both Uber and Lyft. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.